Matthew Glenwood Lewarne
Investment adviser representative at Huntington Financial Advisors
11 yearsExperience
1 stateRegistered in
$7.9BFirm assets
26 yearsFirm in business
Are you Matthew Glenwood Lewarne? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- The Huntington Investment CompanyJan 2026 to now
- Truist Advisory Services, IncJul 2024 to Jan 2026
- Truist Investment Services, IncJul 2024 to Jan 2026
- Bank of America, N.A.Jan 2020 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to May 2024
- Cuso Financial Services, LPNov 2019 to Jan 2020
- South Carolina Federal Credit UnionNov 2019 to Jan 2020
- Wells Fargo Clearing Services, LLCOct 2018 to Nov 2019
- Wells Fargo Bank, NAJun 2015 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (SC).
Huntington Financial Advisors
Legal name: The Huntington Investment Company
$7.9BAssets managed
42,398Clients
427Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7014363
- Firm CRD
- 16986